Workiz MCP Server and API by Cotlet

dev.cotletPublished by cotlet.devOfficial publisherv1.0.2Updated Nov 11, 2026

Workiz field service management MCP server: list jobs, schedule job, create invoice, record payment.

The publisher's own server: Cotlet

VerifiedStreamable HTTPWeb executableBusiness & Commerce

Overview

AI-generated overview

Remote MCP server that lets an assistant work with Workiz field service management data: list jobs, schedule jobs, create invoices and record payments.

What you can do
  • List and review jobs in the Workiz field service system
  • Schedule jobs for service work
  • Create invoices for completed work
  • Record payments against invoices
When to use it
Useful when a service business runs on Workiz and wants an assistant to look up jobs, schedule work, or handle invoicing and payment records without switching apps.
Requirements
Remote streamable HTTP endpoint at cotlet.dev; no local install. Requires an Authorization header containing Bearer followed by a Cotlet API key, obtained from the Cotlet API keys page.
Before you install
The server can create invoices, schedule jobs and record payments, so it changes real business and billing records. The Authorization header carries a Cotlet API key that should be kept secret and scoped carefully; job and customer data is sent to the third-party Cotlet endpoint.

Installation

In SourceWeft

  1. Open Workiz MCP Server and API by Cotlet in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/dev.cotlet%2Fworkiz/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "workiz-and-api-by-cotlet": {
      "type": "http",
      "url": "https://cotlet.dev/mcp/v1/workiz/connect"
    }
  }
}

Tools

0
SourceWeft has not read this server's tools yet.

Version history

1
  1. v1.0.2LatestNov 11, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.

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